Focus Partners Wealth
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Focus Partners Wealth’s Sera Prognostics SERA Stock Holding History

Focus Partners Wealth’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.1K Hold
12,156
– – ﹤0.01% 2725
2026
Q1 		$24.7K Hold
12,156
– – ﹤0.01% 2606
2025
Q4 		$35.9K Hold
12,156
– – ﹤0.01% 2617
2025
Q3 		$37.2K Hold
12,156
– – ﹤0.01% 2168
2025
Q2 		$33.7K Sell
12,156
-11
-0.1% -$27 ﹤0.01% 1987
2025
Q1 		$44.8K Sell
12,167
-356
-3% -$1.81K ﹤0.01% 1848
2024
Q4 		$102K Buy
+12,523
New +$92K ﹤0.01% 1794
2024
Q3 		– Sell
-28,656
Closed -$202K – 1697
2024
Q2 		$202K Buy
+28,656
New +$256K ﹤0.01% 1161

Other funds holding SERA

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Focus Partners Wealth's SERA Position: Q2 2026 in Review

Focus Partners Wealth held its Sera Prognostics (SERA) position steady in Q2 2026 at 12,156 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Focus Partners Wealth first reported a position in SERA in Q2 2024 and has held it in 8 quarters since. The position peaked at $202K in Q2 2024. 46 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Focus Partners Wealth held 12,156 shares of Sera Prognostics worth $22.1K as of Q2 2026.
  • Focus Partners Wealth left its Sera Prognostics share count unchanged in Q2 2026.
  • Sera Prognostics made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2725 holding.
  • Focus Partners Wealth first reported a position in Sera Prognostics in Q2 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Sera Prognostics position peaked at $202K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.